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Livermore
Livermore
ZHEN

Nemes Rush Group LLC

SEC CIK
0001982273
Latest filing
Aug 14, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 9, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
658
−19 vs. Q2 2023
Portfolio value
$551.8M
−$15.4M (−2.7%) vs. Q2 2023
Filed
Nov 9, 2023
SEC
Holdings of Nemes Rush Group LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock206,253$35.3M6.4%+1,971+1.0%AddedHistory
MSFTMicrosoft CorpStock76,337$24.1M4.4%+1,349+1.8%AddedHistory
AVGOBroadcom Inc.Stock26,565$22.1M4.0%−265−1.0%ReducedHistory
JPMJPMorgan Chase & CoStock121,866$17.7M3.2%+1,508+1.3%AddedHistory
ETNEaton Corp plcStock78,423$16.7M3.0%+1,331+1.7%AddedHistory
MSIMotorola Solutions, Inc.Stock50,102$13.6M2.5%+1,075+2.2%AddedHistory
HDHome Depot, Inc.Stock44,759$13.5M2.5%+1,647+3.8%AddedHistory
WMTWalmart Inc.Stock80,210$12.8M2.3%+10,260+14.7%AddedHistory
APDAir Products & Chemicals, Inc.Stock43,870$12.4M2.3%+1,388+3.3%AddedHistory
MRKMerck & Co., Inc.Stock117,050$12.1M2.2%+3,002+2.6%AddedHistory
CSCOCisco Systems, Inc.Stock218,894$11.8M2.1%+7,792+3.7%AddedHistory
CMECME Group Inc.COM57,964$11.6M2.1%+2,436+4.4%AddedHistory
FFord Motor CoStock920,679$11.4M2.1%−764−0.1%ReducedHistory
CBChubb LtdStock53,089$11.1M2.0%+2,191+4.3%AddedHistory
AMZNAmazon Com IncStock82,593$10.5M1.9%+1,810+2.2%AddedHistory
DVNDevon Energy CorpStock217,232$10.4M1.9%+9,479+4.6%AddedHistory
MDTMedtronic plcStock128,727$10.1M1.8%+6,516+5.3%AddedHistory
QCOMQualcomm IncStock87,155$9.68M1.8%+4,173+5.0%AddedHistory
JNJJohnson & JohnsonStock58,180$9.06M1.6%+1,833+3.3%AddedHistory
NVDANVIDIA CorpStock20,012$8.71M1.6%−3,342−14.3%ReducedHistory
LRCXLam Research CorpCOM13,438$8.42M1.5%+345+2.6%AddedHistory
METAMeta Platforms, Inc.Stock27,648$8.30M1.5%+1,126+4.2%AddedHistory
GOOGLAlphabet Inc.Stock62,347$8.16M1.5%+2,890+4.9%AddedHistory
VVisa Inc.Stock31,858$7.33M1.3%+1,184+3.9%AddedHistory
UNHUnitedHealth Group IncStock13,681$6.90M1.3%+640+4.9%AddedHistory
TTTrane Technologies plcSHS32,914$6.68M1.2%+1,376+4.4%AddedHistory
CRMSalesforce, Inc.Stock32,926$6.68M1.2%+1,209+3.8%AddedHistory
JCIJohnson Controls International plcStock124,759$6.64M1.2%+58,382+88.0%AddedHistory
RJFRaymond James Financial IncCOM65,267$6.55M1.2%−2,446−3.6%ReducedHistory
UNPUnion Pacific CorpStock31,984$6.51M1.2%+1,007+3.3%AddedHistory
BBYBest Buy Co IncStock86,377$6.00M1.1%+3,904+4.7%AddedHistory
NXPINXP Semiconductors N.V.COM28,747$5.75M1.0%+1,287+4.7%AddedHistory
ALLAllstate CorpStock50,910$5.67M1.0%+3,510+7.4%AddedHistory
MPCMarathon Petroleum CorpStock36,789$5.57M1.0%+454+1.2%AddedHistory
ICEIntercontinental Exchange, Inc.Stock48,056$5.29M1.0%+2,784+6.1%AddedHistory
STESTERIS plcSHS USD23,044$5.06M0.9%+1,567+7.3%AddedHistory
SPGIS&P Global Inc.Stock13,645$4.99M0.9%+823+6.4%AddedHistory
HALHalliburton CoStock122,469$4.96M0.9%+8,527+7.5%AddedHistory
IQVIQVIA Holdings Inc.Stock23,466$4.62M0.8%+1,474+6.7%AddedHistory
PXDPioneer Natural Resources CoCOM18,929$4.35M0.8%+472+2.6%AddedHistory
KEYSKeysight Technologies, Inc.Stock32,394$4.29M0.8%+2,460+8.2%AddedHistory
ELEstee Lauder Companies IncCL A28,141$4.07M0.7%+3,368+13.6%AddedHistory
HTZHertz Global Holdings, IncCOM NEW320,189$3.92M0.7%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock21,759$3.79M0.7%+1,939+9.8%AddedHistory
EWEdwards Lifesciences CorpStock52,242$3.62M0.7%+4,301+9.0%AddedHistory
iShares Tr464287192US TRSPRTION13,791$3.22M0.6%+13,791New–
XOMExxonMobil Holdings CorpCOM24,339$2.86M0.5%−155−0.6%ReducedHistory
TSLATesla, Inc.Stock11,019$2.76M0.5%+922+9.1%AddedHistory
TJXTJX Companies IncStock29,753$2.64M0.5%+1,732+6.2%AddedHistory
RTXRTX CorpStock36,629$2.64M0.5%−910−2.4%ReducedHistory
FISVFiserv IncStock23,220$2.62M0.5%+1,456+6.7%AddedHistory
AXPAmerican Express CoStock16,785$2.50M0.5%−25−0.1%ReducedHistory
PFEPfizer IncStock73,582$2.44M0.4%+2,918+4.1%AddedHistory
ULTAUlta Beauty, Inc.Stock5,726$2.29M0.4%+19+0.3%AddedHistory
MCHPMicrochip Technology IncStock28,912$2.26M0.4%−172−0.6%ReducedHistory
GILDGilead Sciences, Inc.Stock30,071$2.25M0.4%−290−1.0%ReducedHistory
SBUXStarbucks CorpStock22,156$2.02M0.4%−297−1.3%ReducedHistory
VLOValero Energy CorpStock13,194$1.87M0.3%−130−1.0%ReducedHistory
CATCaterpillar IncStock6,840$1.87M0.3%−24−0.3%ReducedHistory
UPSUnited Parcel Service IncStock11,778$1.84M0.3%−989−7.7%ReducedHistory
AIGAmerican International Group, Inc.Stock29,794$1.81M0.3%−167−0.6%ReducedHistory
NFLXNetflix IncStock4,732$1.79M0.3%+27+0.6%AddedHistory
SPYSPDR S&P 500 ETF TrustETF4,093$1.75M0.3%−153−3.6%ReducedHistory
GPKGraphic Packaging Holding CoCOM77,857$1.73M0.3%+194+0.2%AddedHistory
GOOGAlphabet Inc.Stock12,917$1.70M0.3%+644+5.2%AddedHistory
HPQHP IncStock66,076$1.70M0.3%−7,750−10.5%ReducedHistory
VRTXVertex Pharmaceuticals IncStock4,766$1.66M0.3%−18−0.4%ReducedHistory
LLYEli Lilly & CoStock3,071$1.65M0.3%−36−1.2%ReducedHistory
ROKRockwell Automation, IncStock5,600$1.60M0.3%−37−0.7%ReducedHistory
BMYBristol Myers Squibb CoStock27,477$1.59M0.3%−2,491−8.3%ReducedHistory
SLBSLB LimitedStock27,158$1.58M0.3%+59+0.2%AddedHistory
CVXChevron CorpStock9,170$1.55M0.3%−1,829−16.6%ReducedHistory
STLDSteel Dynamics IncCOM14,285$1.53M0.3%−49−0.3%ReducedHistory
BKNGBooking Holdings Inc.Stock487$1.50M0.3%00.0%UnchangedHistory
DGDollar General CorpCOM12,060$1.28M0.2%+1,665+16.0%AddedHistory
PGProcter & Gamble CoStock8,730$1.27M0.2%−94−1.1%ReducedHistory
WHRWhirlpool CorpStock9,380$1.25M0.2%−888−8.6%ReducedHistory
NKENIKE, Inc.Stock12,311$1.18M0.2%−64−0.5%ReducedHistory
MCDMcDonalds CorpStock4,368$1.15M0.2%−158−3.5%ReducedHistory
ADBEAdobe Inc.Stock2,244$1.14M0.2%−16−0.7%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock6,668$1.12M0.2%+200+3.1%AddedHistory
TSCOTractor Supply CoCOM5,352$1.09M0.2%+12+0.2%AddedHistory
AMGNAmgen IncStock3,845$1.03M0.2%+26+0.7%AddedHistory
ABNBAirbnb, Inc.Stock7,486$1.03M0.2%+71+1.0%AddedHistory
LULUlululemon athletica inc.Stock2,649$1.02M0.2%00.0%UnchangedHistory
DISWalt Disney CoStock12,200$988.8K0.2%+1,515+14.2%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF5,872$962.6K0.2%−226−3.7%Reduced–
CICigna GroupStock3,296$942.9K0.2%+49+1.5%AddedHistory
SPLKSplunk IncCOM6,335$926.5K0.2%−395−5.9%ReducedHistory
XPOXPO, Inc.COM12,333$920.8K0.2%−20.0%ReducedHistory
MRNAModerna, Inc.Stock8,822$911.2K0.2%+3,398+62.6%AddedHistory
FANGDiamondback Energy, Inc.Stock5,775$894.4K0.2%−10.0%ReducedHistory
UBERUber Technologies, IncStock18,512$851.4K0.2%+1,752+10.5%AddedHistory
PEPPepsiCo IncStock4,969$841.9K0.2%−228−4.4%ReducedHistory
CSLCarlisle Companies IncCOM3,200$829.6K0.2%00.0%UnchangedHistory
KOCoca Cola CoStock14,768$826.7K0.1%−3,617−19.7%ReducedHistory
CMAComerica IncCOM19,309$802.3K0.1%+9,028+87.8%AddedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF4,014$781.8K0.1%+56+1.4%Added–
ORCLOracle CorpStock7,248$767.7K0.1%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF3,501$749.8K0.1%00.0%Unchanged–

Sold out since Q2 2023 (78)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Nemes Rush Group LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
iShares U.S. Treasury Bond ETF46429B267ETF4,243$97.2K<0.1%–
Vanguard Short-Term Bond ETF921937827ETF944$71.3K<0.1%–
SSYSStratasys Ltd.SHS3,000$53.3K<0.1%History
Vanguard Mortgage-Backed Securities ETF92206C771ETF743$34.2K<0.1%–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW442$31.3K<0.1%–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD1,296$29.5K<0.1%–
VCSAVacasa, Inc.CLASS A COM40,000$27.1K<0.1%History
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF325$25.7K<0.1%–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF358$23.3K<0.1%–
SPDR Series Trust78468R739ST NUVE TERM ETF447$21.0K<0.1%–
NTRNutrien Ltd.COM258$15.2K<0.1%History
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD600$13.3K<0.1%–
GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt TrustCOM750$12.2K<0.1%History
First Tr Exchange Traded FD33738R100MULTI ASSET DI800$11.6K<0.1%–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF254$11.0K<0.1%–
Barrick Gold Corp067901108COM558$9.45K<0.1%–
AALAmerican Airlines Group Inc.Stock500$8.97K<0.1%History
CIENCiena CorpCOM NEW200$8.50K<0.1%History
iShares Inc464286665MSCI PAC JP ETF181$7.65K<0.1%–
IHRTiHeartMedia, Inc.COM CL A2,000$7.28K<0.1%History
FWONKLiberty Media CorpCOM SER C FRMLA96$7.23K<0.1%History
VanEck ETF Trust92189H409HIGH YLD MUNIETF135$6.93K<0.1%–
IFFInternational Flavors & Fragrances IncCOM85$6.77K<0.1%History
iShares Tr46435G334MSCI UK ETF NEW195$6.31K<0.1%–
BUDAnheuser-Busch InBev SA/NVADR111$6.30K<0.1%History
Vanguard High Dividend Yield Index ETF921946406ETF55$5.83K<0.1%–
iShares Inc464286608MSCI EURZONE ETF125$5.73K<0.1%–
MGAMagna International IncCOM100$5.64K<0.1%History
MIYBlackRock Muniyield Michigan Quality Fund, Inc.COM490$5.42K<0.1%History
CKPTCheckpoint Therapeutics, Inc.COM NEW2,075$5.13K<0.1%History
ELANElanco Animal Health IncCOM500$5.03K<0.1%History
MSMorgan StanleyStock50$4.27K<0.1%History
CLFCleveland-Cliffs Inc.COM250$4.19K<0.1%History
FCXFreeport-McMoran IncStock100$4.00K<0.1%History
KIMKimco Realty CorpCOM200$3.94K<0.1%History
PEverpure, Inc.CL A100$3.68K<0.1%History
iShares Inc464286178US INTL HGH YLD84$3.57K<0.1%–
EIMEaton Vance Municipal Bond FundCOM343$3.41K<0.1%History
WPMWheaton Precious Metals Corp.COM75$3.24K<0.1%History
iShares Inc464286509MSCI CDA ETF92$3.22K<0.1%–
iShares Inc46434G822MSCI JAPAN ETF51$3.16K<0.1%–
EXPDExpeditors International of Washington IncCOM25$3.03K<0.1%History
MLMMartin Marietta Materials IncCOM5$2.31K<0.1%History
ARNCArconic CorpCOM78$2.31K<0.1%History
VMCVulcan Materials COCOM10$2.25K<0.1%History
TECKTeck Resources LtdCL B50$2.10K<0.1%History
SPDR Series Trust78468R606ST PORT HIGH ETF88$2.01K<0.1%–
GDDYGoDaddy Inc.CL A25$1.88K<0.1%History
State Street Utilities Select Sector SPDR ETF81369Y886ETF28$1.83K<0.1%–
APAAPA CorpStock50$1.71K<0.1%History
iShares Inc464286749MSCI SWITZERLAND36$1.66K<0.1%–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF41$1.55K<0.1%–
JMIAJumia Technologies AGSPONSORED ADS428$1.46K<0.1%History
Liberty Media Corp531229409COM A SIRIUSXM44$1.44K<0.1%–
MKCMcCormick & Co IncStock13$1.13K<0.1%History
State Street Materials Select Sector SPDR ETF81369Y100ETF13$1.08K<0.1%–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 13$1.03K<0.1%History
IMOSChipmos Technologies IncSPONSORD ADS NEW41$972<0.1%History
ATOAtmos Energy CorpCOM8$931<0.1%History
EDConsolidated Edison IncStock10$904<0.1%History
HRLHormel Foods CorpCOM21$845<0.1%History
AMCRAmcor plcORD78$779<0.1%History
QLYSQualys, Inc.COM6$776<0.1%History
WGOWinnebago Industries IncCOM10$670<0.1%History
GDGeneral Dynamics CorpStock3$646<0.1%History
MUMicron Technology IncStock10$632<0.1%History
CLFDClearfield, Inc.COM13$616<0.1%History
EIGREiger BioPharmaceuticals, Inc.COM807$569<0.1%History
iShares Inc464286756MSCI SWEDEN ETF16$567<0.1%–
iShares MSCI Acwi Ex U.S. ETF464288240ETF9$443<0.1%–
IEXIdex CorpCOM2$431<0.1%History
NVAXNovavax IncCOM NEW54$402<0.1%History
WisdomTree Tr97717X867EM LCL DEBT FD13$359<0.1%–
VIAVViavi Solutions Inc.COM31$352<0.1%History
LITELumentum Holdings Inc.COM6$341<0.1%History
ULHUniversal Logistics Holdings, Inc.COM10$289<0.1%History
AMCAMC Entertainment Holdings, Inc.CL A COM48$212<0.1%History
GNLNGreenlane Holdings, Inc.CL A NEW1$1<0.1%History